H
CRD: 323344
Heritage Asset Management, LLC
Belton, MO, 64012
8163482060
$155.0M Total AUM
$155.0M Disc. AUM
-- 3Y CAGR
2 Employees
754 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Matrix Trust
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-07-2022
- Office Locations
- 1
Office Locations
7926 E 171st Street Belton MO
About Heritage Asset Management, LLC
Heritage Asset Management, LLC is a Belton-based RIA. The firm has been operating for 3 years. Managing $155.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$77.5M AVG AUM / ADVISOR
$205.6K AVG AUM / CLIENT
3.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
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Client Personas
Insight
Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
D
DAVID WAYNE THOMPSON
Chief Compliance Officer, Managing Member
- CRD
- #4440375
- Ownership
- 75% or more
(836) 328-9933
vital.north@alphacapital.com
in linkedin.com/in/meridian-matrix
Showing 1 of 1 owners & executives
Unlock allContacts
D
DUSTIN ANDREW JOHNSON
Investment Advisor
- CRD
- #5523584
(911) 694-1401
fusion.wave@capitalcapital.com
in linkedin.com/in/zenith-capital
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $155,000,000 | $119,876 |
| Non-Discretionary | $0 | -- |
| Total | $155,000,000 | $119,876 |
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Separately Managed Accounts
Total SMA Asset: $155,000,000
Public Funds:
20.5% Equity - Exchange:
41.4% Cash:
26.3% Equity - OTC:
11.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,640,414,783 | 20.5% |
| Equity - Exchange | $3,312,837,659 | 41.4% |
| Cash | $2,104,532,136 | 26.3% |
| Equity - OTC | $944,238,754 | 11.8% |
| Total | $8,002,023,332 | 100.0% |